Elders Limited · ASX:ELD
Elders — Investor Presentation (February 2023)
10 slides from Elders's investor presentation, Feb 9, 2023
Slide 1: Elders Limited Investor Presentation
9 February 2023 For personal use only Elders Limited Investor Presentation Attached is a presentation to be given today, 9 February 2023, by Elders’ Managing Director and Chief Executive Officer, Mr Mark Allison, and Acting Chief Financial Officer, Paul Rossiter, to investors hosted by Goldman Sachs
Slide 2: Elders Limited FY22 Full Year Results Summary
For personal use only Elders Limited FY22 Full Year Results Summary 9 February 2023 Presented by Mark Allison Managing Director and CEO Paul Rossiter Group Treasurer and Acting CFO
Slide 3: Disclaimer and Important Information
DISCLAIMER AND IMPORTANT INFORMATION For personal use only The material in this presentation has been prepared by Elders Limited and is general background about Elders' activities and performance at the date of this presentation. The information is in summary form, does not purport to be complete, a
Slide 4: Agenda
For personal use only Agenda Business Model Eight Point Plan ABARES Market Outlook Historical Performance 3
Slide 5: Business Model
Business Model Diversification by product, service, market segment and geography For personal use only RURAL PRODUCTS FEED & DIGITAL AND REAL ESTATE FINANCIAL AGENCY SERVICES PROCESSING TECHNICAL WHOLESALE SERVICES SERVICES RETAIL PRODUCTS SERVICES SERVICES PRODUCTS Fee for Service Rural Products Ru
Slide 6: Eight Point Plan
EIGHT POINT PLN For personal use only Compelling shareholder returns Industry leading sustainability outcomes Most trusted Agribusiness brand OUR 2023 5-10% EBIT and EPS growth through the cycles across health and safety, community, environment in rural and regional Australia AMBITION at 15% ROC and
Slide 7: ABARES September Market Outlook
ABARES September Market Outlook ABARES summer crop outlook complicated by recent unseasonal rainfall For personal use only Beef & Veal1 Sheep1 Wool1 Winter Cropping2 Summer Cropping2 Average saleyard prices (c/kg) Average saleyard prices (c/kg) Eastern Market Indicator (c/kg) Area planted (‘000 ha)
Slide 8: Market Outlook
Market Outlook Favourable cropping outlook for FY23 moderated following unseasonal spring rainfall For personal use only RURAL AGENCY FINANCIAL FEED & COSTS AND REAL ESTATE PRODUCTS SERVICES SERVICES PROCESSING CAPITAL winter crop outlook easing of restocking demand for broadacre favourable
Slide 9: Elders historical performance vs weather and world events
Elders historical performance vs weather and world events Resilient share price and earnings growth with geographical, product and service diversity insulating against severe weather events For personal use only El Niño 2017-2019 Drought La Niña Underlying EBIT $232m Drought Bushfires $167m Floods $
Slide 10: For personal use only
For personal use only